对话独角兽 | 斑马智行的生态构建答卷：横向开放与技术深耕

Core Insights - The core idea of smart cockpit design has shifted from "users finding functions" to "services finding users," indicating a proactive approach in user experience through AI technology [2] - Banma Zhixing has transitioned from an "operating system provider" to an "AI technology company for smart cockpits," emphasizing the importance of AI capabilities in the competitive landscape of smart cockpits [2] Group 1: Technological Advancements - Banma Zhixing's Auto Omni full-modal edge model marks a fundamental shift in technology, enabling full-modal interaction and scene understanding through optimized models on limited computing power [4] - The company is developing a new human-machine interaction paradigm called "No Touch, No APP," exemplified by its collaboration with BMW, which will feature AI Agent technology in new models starting in the second half of 2026 [4] Group 2: Strategic Partnerships and Market Positioning - Banma Zhixing follows a "layered decoupling" strategy for both domestic and international collaborations, adapting AI capabilities and ecosystem services to local market needs [5] - The company focuses on a "horizontal open cooperation" model, allowing it to concentrate on core technologies while partnering with various chip manufacturers and ecosystem partners, providing an alternative for automakers seeking advanced capabilities without full dependency on a single supplier [5][6] Group 3: Software Value Challenges - The industry faces a threefold dilemma regarding software value: high hardware costs with weak software service experiences, low user willingness to pay for software subscriptions, and a lack of clear software value assessment frameworks [8] - Banma Zhixing aims to address these challenges by enhancing hardware-software integration and exploring new business models, such as software subscriptions, while gradually changing perceptions about software pricing in the automotive sector [8][11] Group 4: Practical Solutions and Future Directions - The company has implemented strategies to achieve experience and cost leadership through deep hardware integration, such as the Auto Omni model, which has garnered significant attention from automakers [9] - Banma Zhixing has established a clear value assessment system for software, achieving over 1 billion yuan in pure software revenue, serving as a reference for commercialization in the industry [11] - The future of the automotive industry will hinge on technology, ecosystem, and collaborative efficiency, necessitating a macro perspective to foster shared technology and risk in the industry [12]